Skip to content
Disclosery

AE Wealth Management LLC: BAUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on BAUG, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 6,366 BAUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,366 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $341,310.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,300 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $307,741.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,437 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $322,104.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,562 shares
    Change vs previous 13F +2,255 shares

    <0.01% of the 13F portfolio, value $321,477.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,307 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $198,209.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,531 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $192,341.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,658 shares
    Change vs previous 13F -3,865 shares

    <0.01% of the 13F portfolio, value $203,014.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $364,587.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).